Our wealth management services go above and beyond what you might expect from a financial services provider.

• Provide high-quality investment services and products.
• Build and monitor diversified portfolios.
• Develop objective, personalized plans.
• Focus on long-term results.

• Provide continuity of stewardship that can last multiple generations.
• Preserve family harmony when carrying out your intentions.
• Carry out detailed record-keeping and accounting.
• Calculate taxes and file returns.

Northwestern Mutual Wealth Management Company serves as trustee on Irrevocable Life Insurance Trusts. In addition, through our Trust Alliance Program, we partner with nationally-recognized trust administration firms that offer a broad range of services to revocable trusts, charitable trusts, endowments and foundations.

• Comprehensive monthly statements.
• Performance reporting.
• Account access on a secure website.
• Current account balances on your investment holdings.
• Detailed transaction records on all accounts.